NJ State Employees Deferred Compensation Plan’s Western Union WU Stock Holding History

NJ State Employees Deferred Compensation Plan’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-40,000	Closed	-$320K	–	419
2025 Q3	$320K	Hold	40,000	–	–	0.04%	347
2025 Q2	$337K	Hold	40,000	–	–	0.04%	332
2025 Q1	$423K	Hold	40,000	–	–	0.05%	310
2024 Q4	$424K	Hold	40,000	–	–	0.05%	320
2024 Q3	$477K	Hold	40,000	–	–	0.06%	303
2024 Q2	$489K	Hold	40,000	–	–	0.06%	286
2024 Q1	$559K	Hold	40,000	–	–	0.07%	265
2023 Q4	$477K	Hold	40,000	–	–	0.07%	296
2023 Q3	$527K	Hold	40,000	–	–	0.08%	258
2023 Q2	$469K	Hold	40,000	–	–	0.07%	287
2023 Q1	$446K	Hold	40,000	–	–	0.07%	303
2022 Q4	$551K	Hold	40,000	–	–	0.09%	238
2022 Q3	$540K	Hold	40,000	–	–	0.09%	228
2022 Q2	$659K	Hold	40,000	–	–	0.11%	197
2022 Q1	$750K	Hold	40,000	–	–	0.1%	208
2021 Q4	$714K	Hold	40,000	–	–	0.09%	226
2021 Q3	$809K	Hold	40,000	–	–	0.11%	199
2021 Q2	$919K	Hold	40,000	–	–	0.12%	180
2021 Q1	$986K	Hold	40,000	–	–	0.14%	162
2020 Q4	$878K	Hold	40,000	–	–	0.14%	155
2020 Q3	$857K	Hold	40,000	–	–	0.15%	135
2020 Q2	$865K	Hold	40,000	–	–	0.16%	127
2020 Q1	$725K	Hold	40,000	–	–	0.17%	126
2019 Q4	$1.07M	Hold	40,000	–	–	0.18%	119
2019 Q3	$927K	Hold	40,000	–	–	0.17%	124
2019 Q2	$796K	Hold	40,000	–	–	0.14%	141
2019 Q1	$739K	Hold	40,000	–	–	0.13%	148
2018 Q4	$682K	Hold	40,000	–	–	0.14%	150
2018 Q3	$762K	Hold	40,000	–	–	0.13%	187
2018 Q2	$813K	Hold	40,000	–	–	0.15%	166
2018 Q1	$769K	Hold	40,000	–	–	0.14%	210
2017 Q4	$760K	Hold	40,000	–	–	0.13%	226
2017 Q3	$768K	Hold	40,000	–	–	0.14%	224
2017 Q2	$762K	Hold	40,000	–	–	0.14%	217
2017 Q1	$814K	Hold	40,000	–	–	0.15%	210
2016 Q4	$869K	Hold	40,000	–	–	0.17%	199
2016 Q3	$833K	Hold	40,000	–	–	0.17%	199
2016 Q2	$767K	Hold	40,000	–	–	0.16%	211
2016 Q1	$788K	Hold	40,000	–	–	0.17%	203
2015 Q4	$716K	Hold	40,000	–	–	0.15%	228
2015 Q3	$734K	Hold	40,000	–	–	0.16%	211
2015 Q2	$813K	Hold	40,000	–	–	0.16%	215
2015 Q1	$832K	Hold	40,000	–	–	0.16%	220
2014 Q4	$716K	Hold	40,000	–	–	0.14%	249
2014 Q3	$642K	Hold	40,000	–	–	0.13%	265
2014 Q2	$694K	Hold	40,000	–	–	0.14%	259
2014 Q1	$654K	Hold	40,000	–	–	0.13%	273
2013 Q4	$690K	Hold	40,000	–	–	0.14%	260
2013 Q3	$746K	Hold	40,000	–	–	0.16%	234
2013 Q2	$684K	Buy	+40,000	New	+$634K	0.16%	241

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

NJ State Employees Deferred Compensation Plan's WU Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of Western Union (WU) in Q4 2025, closing a stake of 40,000 shares — an estimated $320K sold.

NJ State Employees Deferred Compensation Plan first reported a position in WU in Q2 2013 and held it in 50 quarters. The position peaked at $1.07M in Q4 2019. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 40,000 Western Union shares in Q4 2025, an estimated $320K.
NJ State Employees Deferred Compensation Plan first reported a position in Western Union in Q2 2013 and held it in 50 quarters.
NJ State Employees Deferred Compensation Plan's Western Union position peaked at $1.07M in Q4 2019.
481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.